Resources

COMMUNITY RESOURCES

• What to Ask
• Planning For Life
• Raising Whole People
• Parent Resources
• Senior Resources

WORKSHEETS

• Worksheets for Estate Planning
  • Single Estate Planning Worksheet
  • Married Estate Planning Worksheet
  • Life Partner Estate Planning Worksheet

3 LEVELS OF PLANNING

 

CLIENT CARE PROGRAMS

• Planning for Life
• VIP Membership Schedule
• VIP Schedule & Enrollment Form

PROFESSIONAL PLANNING PARTNERS

• Professional Planning Partners – Financial Advisors

ATTORNEYS WE RECOMMEND

 

SERVICES

• Interoffice Call Logs
• Dealing with Death
• Informative Video
• Pension E-Booklet